Wealth Alliance Advisory Group, LLC VTV Holdings History
Wealth Alliance Advisory Group, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Wealth Alliance Advisory Group, LLC held 196,462.00 shares of Vanguard Value ETF(VTV), totaling $34.72 Mil. This investment constitutes 6.61% of their stock portfolio, and Wealth Alliance Advisory Group, LLC now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q2. And since then Wealth Alliance Advisory Group, LLC has made 24 purchases of VTV, at an average price of $129.63, for a total of 248,911.00 shares. In addition, there have been 5 sales at an average price of $133.02 for 52,449.00 shares. Based on historical transaction data and VTV's current price of $177.66, Wealth Alliance Advisory Group, LLC's estimated gain on his VTV holdings is $9.62 Mil, reflecting a 29.80% gain to date.
Wealth Alliance Advisory Group, LLC VTV ($177.66) Holding Chart
Wealth Alliance Advisory Group, LLC VTV ($177.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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